================ CRM Project Task ================ .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! source digest: sha256:097d2732e5b0e5c34282141c245d5b664957631a1fb7bcf078379ff86a966c5e !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png :target: https://odoo-community.org/page/development-status :alt: Alpha .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github :target: https://github.com/OCA/crm/tree/16.0/crm_project_task :alt: OCA/crm .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_project_task :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0 :alt: Try me on Runboat |badge1| |badge2| |badge3| |badge4| |badge5| This module allow create task from leads/opportunities .. IMPORTANT:: This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. `More details on development status `_ **Table of contents** .. contents:: :local: Configuration ============= To configure this module, you need to: * Go to Project * Create a project with right configuration in order that all salesman have access (usually all employees) * Go to CRM > Configuration > Project * Set crm default project Usage ===== #. Go to *CRM > Sales > My pipeline*. #. Open one of the existing leads or create one. #. Click on the button "Create Task". #. A popup will appear asking you name and description for create task. #. Click on "Create Task" button. #. A task will be created with project in settings. #. A message chatter will be created in task with link for lead/opportunity. Also, a message chatter will be creat in lead/opportunity with link for task. Bug Tracker =========== Bugs are tracked on `GitHub Issues `_. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed `feedback `_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ~~~~~~~ * Moduon Contributors ~~~~~~~~~~~~ * Emilio Pascual (`Moduon `__) * Rafael Blasco (`Moduon `__) Maintainers ~~~~~~~~~~~ This module is maintained by the OCA. .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use. .. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px :target: https://github.com/EmilioPascual :alt: EmilioPascual Current `maintainer `__: |maintainer-EmilioPascual| This module is part of the `OCA/crm `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.